Essentia Capital Partners

Webinar replay · November 2026

Tax planning for real estate investors

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What’s inside

Still from the webinar recording

Webinar recording

44 minutes with David Scacco, Gino Borges and Matt Bontrager, CPA

Cover of the companion slides

Companion slides

8-page PDF of the key concepts and examples

01

The three tax advantages behind most real estate strategies

02

How a property can pay you distributions and still show a loss on your K-1

03

100% bonus depreciation, cost segregation, and what qualifies

04

Where passive losses can go to work, including gains from a passive real estate deal

05

Why depreciation comes back at sale, and the 1031 vs. the “lazy 1031”

06

Four questions to ask your CPA before the year closes

Featuring

David Scacco

David Scacco

Managing Partner
Essentia Capital Partners

Gino Borges

Gino Borges

Managing Partner
Essentia Capital Partners

Matt Bontrager

Matt Bontrager, CPA

Managing Partner
TrueBooks CPA

Year-end planning starts now

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This content is for educational purposes only and is not tax, legal, accounting or investment advice. Tax outcomes depend on your individual circumstances, including passive activity, basis and at-risk rules. Consult your own tax and legal advisors before acting. Examples in the recording and slides are hypothetical illustrations, not the results of any Essentia Capital Partners fund or investment. Depreciation is a deferral of tax, not an elimination, and is generally subject to recapture at sale. Tax law changes frequently; information reflects our understanding as of November 2026.

Essentia Capital Partners and TrueBooks CPA are not affiliated, and neither compensates the other. Nothing here is an offer to sell or a solicitation of an offer to buy any security. Any offering is made only through its confidential offering documents, to qualified investors. Essentia Fund Advisors LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Privacy policy.

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